Investment Q&A

Q: Can I get your current view of Input Capital INP?

I am underwater on this stock following the recent sell off. However, I like the business model and have been considering adding to my position understanding it is a higher risk growth stock.

Q: what is your take on input capitals(INP) results for the quarter. dave

Q: re: INP Input Capital

at this moment INP is up 11% since last week. Is this an indication this years Canola season is going to be a success for them? and where do you see them 2 months from now based on info available right now?

Thanks for all you do

Gord

Q: Hi Peter & Team,

What are your thoughts on Input Capital's full year results as a public company? INP.

Q: Good Day,
My question is about Input Capital (INP). Now that this company has completed it's first year, what are your thoughts? Seems to me that they are moving in the right direction and have deployed some more capital into new streaming deals. Your comments would be appreciated.
Thanks again for the great service that your Team provides.

Q: Good morning from the u.k. where the grass is green and the bulbs are up. can you provide insight into inp (input capital). The company seems to have a good idea with huge potential upside. Thanks as always.

Q: Happy New Year Peter & Team :
I am interested in the micro-cap company Input Capital Corp INP.V I read with interest your answer to Owen dated October 06, 2013 and wonder if you have any additional information.

They lend money to canola farmers in exchange for 6 year contracts giving Input the right to buy a certain percentage of the crop for an average price of $79.05 per ton which the farmer then delivers to the grain elevator who in turn pays Input the prevailing price for canola, currently about $450 per tonne.

The canola price has ranged from about $250/tonne to over $700/tonne over the last 10 years. I cannot determine whether Input engages in futures trading or not to hedge their expected profits, nor whether this could be a good practice or not.

This looks like an excellent business based on a proven business model and has enormous potential growth. Supposedly crop insurance protects Input in case of a crop disaster, and there is perennial global demand for the canola. They currently have 10 signed contracts worth $18.1 million, about $767,000 cash in hand, and no debt.

The issue I see is the cost of capital to Input, and whether there will be future share dilution. If Input can borrow at a reasonable rate [5-6%] it should go well but if Input are borrowing at 10% or higher it may not be economic. Can you find out the relevant facts on this company for me and give me your valued opinion.
Many thanks... Paul

Q: re. Input Capital (INP-V)

Any insights about this co. now that the current crop has been harvested? Specifically, could you comment on the mgmt. team, the business model and the investors that have recently bought in.

Thanks, for your efforts on my behalf and other retail investors.

Owen Neal
Drumheller, Alberta

Q: Hi Peter and team,

Quick thoughts on this young Agriculture streaming company Input Capital Corp, INP. I know its highly risky as they just became a public trading company and the market cap is small.